How do I invite someone to my account?
Last updated
Open Settings, click Invite Member, enter their email, and click Send Invitation. CounselPro creates an invitation link you share so they can join your account.
You add people to your firm's account by inviting them by email. Everyone you invite works in the same account, so your projects and analysis are shared across the team.
How to invite a team member
Open Settings from the left sidebar and find the Team Members card.
Click Invite Member.
Type the person's email in the Email address field.
Click Send Invitation.
After you click , CounselPro creates an invitation link for that email. Copy the link and send it to your colleague, and it also shows up under Pending Invitations until they accept.
Once they open the link and sign in, they join your account. See how do I accept an invitation for what that looks like on their end.
Note
Only an account owner can invite people. If you do not see the Invite Member button, you are a member rather than an owner, and an owner at your firm will need to send the invite.
There is no limit on how many people you can add. See is there a limit on how many people I can add.
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